Patten & Patten’s iShares US Industrials ETF IYJ Stock Holding History

Patten & Patten’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$752K	Hold	4,510	–	–	0.04%	211
2026 Q1	$665K	Buy	4,510 +420	+10%	+$65K	0.04%	221
2025 Q4	$606K	Sell	4,090 -46	-1%	-$6.72K	0.04%	224
2025 Q3	$603K	Buy	+4,136	New	+$599K	0.04%	231
2015 Q3	–	Sell	-3,886	Closed	-$205K	–	218
2015 Q2	$205K	Sell	3,886 -200	-5%	-$10.9K	0.03%	206
2015 Q1	$220K	Sell	4,086 -50	-1%	-$2.68K	0.03%	204
2014 Q4	$220K	Hold	4,136	–	–	0.03%	196
2014 Q3	$209K	Hold	4,136	–	–	0.03%	199
2014 Q2	$214K	Hold	4,136	–	–	0.03%	197
2014 Q1	$208K	Buy	+4,136	New	+$206K	0.03%	249

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Patten & Patten's IYJ Position: Q2 2026 in Review

Patten & Patten held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 4,510 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #211.

Patten & Patten first reported a position in IYJ in Q1 2014 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Patten & Patten held 4,510 shares of iShares US Industrials ETF worth $752K as of Q2 2026.
Patten & Patten left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up 0.04% of Patten & Patten's portfolio in Q2 2026, its #211 holding.
Patten & Patten first reported a position in iShares US Industrials ETF in Q1 2014 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.